Umh Properties, Inc.
UMH- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000752642
In the last 90 days, Umh Properties, Inc. insiders filed 8 open-market purchases and 0 sales; 259 institutions reported holding it in 13F filings for Q2 2026, worth $977.9M in total; no superinvestor holds it.
Other share classesUMH.PD
13F holders, Q2 2025
Institutional positions in Umh Properties, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 236
- −3 vs. Q1 2025
- Shares held
- 69.2M
- +3.17M (+4.8%) vs. Q1 2025
- Total value
- $1.16B
- −$72.7M (−5.9%) vs. Q1 2025
- New holders
- 18
- 98 more added
- Sold out
- 21
- 75 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UMH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 259 | $977.9M |
| Q1 2026 | 269 | $968.2M |
| Q4 2025 | 255 | $1.11B |
| Q3 2025 | 265 | $993.1M |
| Q2 2025 | 236 | $1.16B |
| Q1 2025 | 240 | $1.24B |
| Q4 2024 | 232 | $1.24B |
| Q3 2024 | 223 | $1.18B |
| Q2 2024 | 198 | $867.3M |
| Q1 2024 | 197 | $846.4M |
| Q4 2023 | 201 | $785.7M |
| Q3 2023 | 189 | $683.4M |
| Q2 2023 | 179 | $745.9M |
| Q1 2023 | 186 | $639.3M |
| Q4 2022 | 174 | $672.8M |
| Q3 2022 | 178 | $641.7M |
| Q2 2022 | 182 | $689.8M |
| Q1 2022 | 193 | $890.7M |
| Q4 2021 | 178 | $944.2M |
| Q3 2021 | 166 | $722.3M |
| Q2 2021 | 160 | $681.5M |
| Q1 2021 | 142 | $516.3M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 10 | $168 | 0.00% | −1−9.1% | Reduced |
| True Wealth Design, LLC | 15 | $252 | 0.00% | −8−34.8% | Reduced |
| Ronald Blue Trust, Inc. | 22 | $369 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 26 | $436 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 26 | $437 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $449 | 0.00% | −296−91.6% | Reduced |
| Raffa Wealth Management, LLC | 37 | $621 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $941 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 56 | $1.00K | 0.00% | −20,492−99.7% | Reduced |
| Covestor Ltd | 60 | $1.00K | 0.00% | +54+900.0% | Added |
| Sierra Ocean, LLC | 70 | $1.18K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 81 | $1.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $1.41K | 0.00% | 0 | New |
| WPG Advisers, LLC | 92 | $1.54K | 0.00% | −290−75.9% | Reduced |
| Jones Financial Companies LLLP | 100 | $1.67K | 0.00% | +100 | New |
| Costello Asset Management, INC | 103 | $1.73K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 111 | $1.86K | 0.00% | +42+60.9% | Added |
| Steward Partners Investment Advisory, LLC | 123 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 128 | $2.15K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 180 | $3.02K | 0.00% | +55+44.0% | Added |
| Sterling Capital Management LLC | 189 | $3.17K | 0.00% | −884−82.4% | Reduced |
| Assetmark, Inc | 253 | $4.25K | 0.00% | +253 | New |
| GAMMA Investing LLC | 281 | $4.72K | 0.00% | −54−16.1% | Reduced |
| Versant Capital Management, Inc | 297 | $4.99K | 0.00% | −391−56.8% | Reduced |
| Hemington Wealth Management | 305 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 370 | $6.21K | 0.00% | +229+162.4% | Added |
| HHM Wealth Advisors, LLC | 377 | $6.33K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 388 | $6.51K | 0.00% | +68+21.3% | Added |
| Geneos Wealth Management Inc. | 418 | $7.02K | 0.00% | +2+0.5% | Added |
| MAI Capital Management | 419 | $7.04K | 0.00% | +269+179.3% | Added |
| EverSource Wealth Advisors, LLC | 496 | $8.33K | 0.00% | +471+1,884.0% | Added |
| Skopos Labs, Inc. | 518 | $8.68K | 0.00% | +448+640.0% | Added |
| CWM, LLC | 605 | $10.0K | 0.00% | −59−8.9% | Reduced |
| Principal Securities, Inc. | 603 | $10.1K | 0.00% | −84−12.2% | Reduced |
| Rise Advisors, LLC | 669 | $11.2K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 946 | $15.9K | 0.01% | +3+0.3% | Added |
| Farther Finance Advisors, LLC | 1,114 | $18.7K | 0.00% | −886−44.3% | Reduced |
| Simplex Trading, LLC | 1,170 | $19.0K | 0.00% | +944+417.7% | Added |
| Signaturefd, LLC | 1,193 | $20.0K | 0.00% | +58+5.1% | Added |
| Parkside Financial Bank & Trust | 1,208 | $20.3K | 0.00% | +1,178+3,926.7% | Added |
| Ameritas Advisory Services, LLC | 1,216 | $20.4K | 0.00% | +1,216 | New |
| Binnacle Investments Inc | 1,250 | $21.0K | 0.01% | +267+27.2% | Added |
| GF Fund Management Co. Ltd. | 1,355 | $22.8K | 0.00% | −65−4.6% | Reduced |
| Loomis Sayles & Co L P | 1,560 | $26.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,624 | $27.3K | 0.00% | −401−19.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,690 | $28.4K | 0.00% | +11+0.7% | Added |
| Stone House Investment Management, LLC | 1,816 | $30.5K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,000 | $33.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,274 | $38.2K | 0.00% | +135+6.3% | Added |
| US Bancorp | 2,416 | $40.6K | 0.00% | −302−11.1% | Reduced |
| Quest Partners LLC | 2,431 | $40.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,504 | $42.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,005 | $50.0K | 0.00% | +1,278+74.0% | Added |
| Quantbot Technologies LP | 3,108 | $52.2K | 0.00% | +3,108 | New |
| Spire Wealth Management | 3,520 | $59.1K | 0.00% | −220−5.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,183 | $70.2K | 0.00% | +4,183 | New |
| Ridgewood Investments LLC | 4,497 | $75.5K | 0.03% | +15+0.3% | Added |
| AlphaCore Capital LLC | 5,367 | $90.1K | 0.00% | +5,367 | New |
| Montag & Caldwell, LLC | 6,900 | $115.9K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,564 | $127.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,182 | $154.2K | 0.00% | +5,146+127.5% | Added |
| Stockman Wealth Management, Inc. | 10,000 | $167.9K | 0.02% | −750−7.0% | Reduced |
| EP Wealth Advisors, LLC | 10,159 | $170.6K | 0.00% | −37−0.4% | Reduced |
| Prudential Financial Inc | 10,060 | $181.3K | 0.00% | +10,060 | New |
| Nissay Asset Management Corp | 10,918 | $183.3K | 0.00% | +10,918 | New |
| Pictet Asset Management Holding SA | 10,996 | $184.6K | 0.00% | −3,086−21.9% | Reduced |
| M&G Plc | 11,091 | $188.5K | 0.00% | +1,112+11.1% | Added |
| Firestone Capital Management | 11,297 | $189.7K | 0.04% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 11,333 | $190.3K | 0.03% | +330+3.0% | Added |
| EntryPoint Capital, LLC | 11,547 | $193.9K | 0.10% | +91+0.8% | Added |
| Yoffe Investment Management, LLC | 11,612 | $195.0K | 0.27% | +10.0% | Added |
| Diversified Trust Co | 11,764 | $197.5K | 0.00% | +26+0.2% | Added |
| BFSG, LLC | 11,815 | $198.4K | 0.02% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 12,517 | $210.2K | 0.00% | −2,000−13.8% | Reduced |
| Cerity Partners LLC | 12,528 | $210.3K | 0.00% | −324−2.5% | Reduced |
| Metis Global Partners, LLC | 12,907 | $216.7K | 0.01% | +12,907 | New |
| Mesirow Financial Investment Management, Inc. | 12,913 | $216.8K | 0.00% | +170+1.3% | Added |
| Advisor Group Holdings, Inc. | 13,062 | $219.3K | 0.00% | +827+6.8% | Added |
| Samalin Investment Counsel, LLC | 13,221 | $222.0K | 0.09% | +2,840+27.4% | Added |
| NJ State Employees Deferred Compensation Plan | 13,400 | $225.0K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 13,820 | $232.1K | 0.00% | −5,393−28.1% | Reduced |
| Crestwood Advisors Group LLC | 13,836 | $232.3K | 0.00% | +240+1.8% | Added |
| Nisa Investment Advisors, LLC | 14,286 | $239.9K | 0.00% | −8,094−36.2% | Reduced |
| Tower Research Capital LLC (TRC) | 14,385 | $241.5K | 0.01% | +11,855+468.6% | Added |
| Creative Planning | 14,505 | $243.5K | 0.00% | +14,505 | New |
| KLP Kapitalforvaltning AS | 14,600 | $245.1K | 0.00% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 15,000 | $251.8K | 0.13% | 00.0% | Unchanged |
| Alps Advisors Inc | 15,214 | $255.4K | 0.00% | +320+2.1% | Added |
| Wealthcare Advisory Partners LLC | 15,328 | $257.4K | 0.01% | −1,160−7.0% | Reduced |
| Personal Cfo Solutions, LLC | 15,699 | $263.6K | 0.05% | +62+0.4% | Added |
| State Board of Administration of Florida Retirement System | 15,909 | $267.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,014 | $268.9K | 0.00% | +363+2.3% | Added |
| Meixler Investment Management, Ltd. | 16,225 | $272.4K | 0.19% | −1,925−10.6% | Reduced |
| Summit Global Investments | 16,802 | $282.0K | 0.02% | −453−2.6% | Reduced |
| Van Eck Associates Corp | 17,142 | $288.0K | 0.00% | +2,877+20.2% | Added |
| Millennium Management LLC | 17,193 | $288.7K | 0.00% | +17,193 | New |
| Public Employees Retirement Association of Colorado | 17,636 | $296.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,656 | $296.4K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 18,293 | $307.1K | 0.02% | −275−1.5% | Reduced |
| Two Sigma Advisers, LP | 18,300 | $307.3K | 0.00% | +6,500+55.1% | Added |